CRM Integration & Optimization
Connect Systems. Clean Data. Close Faster.
In B2B, a well-integrated CRM is the backbone of marketing, sales, and customer success alignment. But when your systems don’t talk to each other or your CRM is cluttered with bad data, it’s hard to scale effectively.
At Marcel Digital, we help organizations integrate their CRM with the rest of their tech stack and optimize it for usability, automation, and insight. Whether you're cleaning up your CRM, syncing it with platforms like HubSpot or Salesforce, or redesigning how your team uses it daily, we make your CRM work for you.
Why CRM Integration & Optimization Matters
Most teams rely on a CRM to manage relationships, track performance, and align departments. But when that CRM is disconnected or underused, the results are missed follow-ups, poor visibility, and wasted budget.
A well-integrated, properly maintained CRM helps you:
Centralize data from marketing, sales, and service
Automate lead management, handoffs, and nurturing
Improve reporting and decision-making
Create a better experience for both users and customers
Reduce manual data entry and errors
When your CRM works the way it should, your entire go-to-market engine runs smoother and faster.
The Problems We Solve
If your CRM is slow, confusing, or underutilized - we can help.
Disconnected platforms?
We integrate your CRM with marketing automation, CMS, email, ad platforms, and analytics to eliminate silos.
Duplicate, messy, or outdated data?
We clean, structure, and standardize your records for better reporting and more efficient workflows.
Low adoption across teams?
We simplify the CRM experience so your teams can actually use it, reducing friction and increasing value.
Poor lead tracking and follow-up?
We build clear lifecycle stages, lead scoring, and automation rules to make sure leads are followed up consistently.
Inconsistent reporting and dashboards?
We align metrics and build real-time dashboards to help you measure what matters most.
Our Approach
We combine technical expertise, business strategy, and real-world CRM experience to deliver systems your teams can trust and actually use.
CRM Audit & Discovery
We review your current setup, integrations, lifecycle stages, and user workflows to identify gaps, inefficiencies, and data risks.
Integration & Workflow Mapping
We connect your CRM to your existing tools (like HubSpot, Salesforce, GA4, CMS platforms, etc.) and design workflows that reflect how your business actually functions.
Data Cleanup & Governance
We eliminate duplicates, standardize naming conventions, and establish rules for clean, accurate, and up-to-date records moving forward.
Automation & Optimization
We implement lead scoring, nurturing logic, lifecycle transitions, and task automation that reduces manual work and improves speed to lead.
Reporting & Dashboard Setup
We configure real-time dashboards that align with marketing, sales, and leadership goals, so your teams are always on the same page
Built for B2B Teams That Need Their CRM to Work Harder
Your CRM should be a strategic asset, not a daily frustration. Marcel Digital helps you integrate your tools, clean your data, and optimize your CRM for the way your business actually operates.
Frequently Asked Questions
We work most often with HubSpot and Salesforce, but we’re experienced in integrating and optimizing CRMs like Zoho, Microsoft Dynamics, and custom platforms.
Yes. We handle everything from audit and roadmap development to actual integration, data cleanup, automation, and dashboard setup.
Absolutely. We specialize in optimizing underperforming CRMs, whether that means restructuring fields, improving data, or fixing workflows.
Yes. We collaborate with both sides to ensure the CRM setup supports lead management, reporting, and pipeline health for everyone.
We put data governance in place - field rules, naming conventions, automation logic, and regular audits to keep your CRM clean over time.
Hear From Our Happy Partners
We've been with Marcel Digital for over 14 years and they have helped us grow our organic traffic by leaps and bounds. This year our organic traffic was up by over 19% and continues to grow. I would highly recommend them as SEO strategists and Google Analytics consultants.
Michael Vedders
Director of Marketing, Bethel University
Marcel Digital is simply the best Digital Marketing agency. We hired them years ago, and I can't say enough amazing things about their dedication to the field, to my team, and their phenomenal leadership team. Top-notch professionals all around.
Kim Rafalowitz
Dir. of Global Marketing, Worldpoint
I went with Marcel Digital over a larger - and much higher priced - competitor and it's one of the best decisions I've made. Marcel Digital are lovely people to deal with, extremely knowledgeable and approachable and willing to take the time to examine possible solutions that differ from how they would normally proceed. I value the partnership with their company and am planning on having our company be a client of theirs for years to come. Can't recommend them enough.
Michael Duquet
Director, Web Strategy, Absolute Software
Having a partnership with Marcel Digital has been a lifesaver for our business. We could not be happier with their work ethic, attention to detail, and superior expertise. I highly recommend them if you are looking for a talented, and trustworthy partner!
Diane Locher
Director of Sales and Marketing, Precision Medical
We have been using Marcel Digital for the past few years. We attribute our growth to the staff at Marcel and have embraced them as part of our company. Their insight and attention to detail have been indispensable. They take a personal approach to our products and processes and see our success as their own. We highly recommend Marcel!
Rob Dunbar
Marketing Manager, Lightmart